Bank / Wealth / TrustRIA · CRD 305619SEC-Registered

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Palatine Hill Wealth Management

Dabrowski established the firm as a registered investment adviser in 2017, operating from its Birmingham headquarters with an additional location in Ann Arbor.

Palatine Hill Wealth Management logo

Palatine Hill Wealth Management

Dabrowski established the firm as a registered investment adviser in 2017, operating from its Birmingham headquarters with an additional location in Ann Arbor. The team of five includes Managing Partner Dabrowski, Partner and Chief Investment Officer Jeff Cheek, and Senior Wealth Advisor Rick Mida. Services extend across investment advice, estate planning, insurance evaluations, tax planning, and business succession — a classic integrated-wealth stack for a local high-net-worth client base. The firm delivers discretionary investment advisory and integrated financial planning. Offerings include family services, investment execution, and a branded vehicle, Aventine Hill, which suggests a structured platform for certain client assets. The geographic concentration remains Michigan, with no indication of institutional or out-of-region mandates. The firm does not publicly disclose sector concentration or individual portfolio holdings. The advisory bench counts five professionals across two Michigan offices. No adjacent foundations, club affiliations, or philanthropic structures are disclosed. There is no public record of recent fund closes, strategy pivots, or leadership changes. Palatine Hill operates as a compact regional wealth practice anchored by a founder–CIO partnership, a structure that concentrates both relationship authority and investment governance in two named principals. This keeps decision-making inside the room but raises the key-person dependency typical of firms at this scale.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, MI, United States

Additional offices

Ann Arbor, MI, United States

Principals

Charles Dabrowski

Founder & Managing Partner

Jeff Cheek

Partner & Chief Investment Officer

Frequently asked questions

Who runs investment decisions at Palatine Hill?

Jeff Cheek serves as Partner and Chief Investment Officer. Charles Dabrowski, the founder, holds the Managing Partner role, concentrating both executive leadership and investment authority within a two-person principal structure.

Is Palatine Hill structured as a single family office or does it operate as a wealth management firm?

The firm is structured as a registered investment adviser providing wealth management and financial planning to multiple individuals and families in Southeast Michigan. It does not operate as a single-family office.

Does Palatine Hill disclose its assets under management or deployment numbers?

No. Palatine Hill does not publicly disclose assets under management or aggregate deployment figures.

What is Aventine Hill?

Aventine Hill is a branded vehicle referenced alongside the firm's investment execution services. Palatine Hill has not publicly detailed its structure, mandate, or whether it functions as a proprietary fund or a managed-account platform.

How is the firm positioned for succession given its key-person structure?

The firm has not publicly outlined a succession plan. With a five-person team and authority concentrated in a founder–CIO pair, governance continuity would be a material due-diligence question for a multi-decade client horizon.

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